Integrated Retirement Plan Solutions

At Integrated Retirement Plan Solutions, we are dedicated to providing for the financial well-being of our customer owners and their employees through the use of advanced design and administration of individually-designed, qualified retirement plans for closely held businesses. Our mission is to offer tailored solutions that cater to the specific needs and goals of our clients, helping them achieve a secure financial future.

Our Services

We offer a comprehensive range of services to ensure that our clients' retirement plans are optimized and aligned with their business objectives. Our team of attorneys, actuaries, consultants, and professionals work together to provide expert advice and support in the design, implementation, and maintenance of qualified retirement plans.

Our services include:

• Design and Implementation: We design and implement retirement plans that are tailored to the unique needs and goals of each client. Our team works closely with clients to understand their business objectives and develop a plan that maximizes efficiency and reflects the desires and goals of the business owners.

• Consultation and Actuarial Services: Our team of professionals provides complete consultation and actuarial services for qualified retirement plans. We ensure that our clients are well-informed about the latest developments in retirement planning and help them navigate the complex regulatory landscape.

• Maintenance and Administration: We offer ongoing maintenance and administration services to ensure that our clients' retirement plans remain compliant with relevant regulations and continue to meet their business objectives. Our team is always available to address any questions or concerns our clients may have.

Recent Developments in Retirement Planning

The IRS has released Cost-of-Living Adjusted Limits for 2024, and the SECURE Act, the CARES Act, and the SECURE Act 2.0 have introduced significant changes to retirement planning. These changes include the creation of an additional tax credit for employer contributions to defined contribution plans, an increase in the Required Minimum Distribution (RMD) age, and new rules for the treatment of RMDs when a participant dies. Our team is well-versed in these changes and can help our clients understand how they impact their retirement plans.

Why Choose Integrated Retirement Plan Solutions?

At Integrated Retirement Plan Solutions, we believe that every business is unique and deserves a customized retirement plan that reflects its specific needs and goals. Our team of professionals has the expertise and experience to design, implement, and maintain qualified retirement plans that maximize efficiency and meet the desires of closely held business owners. With our comprehensive services and commitment to staying up-to-date with the latest developments in retirement planning, we are the ideal partner for businesses looking to secure their financial future.